Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Title

Description

Report

Export .csv file that lists the leads in the campaign and sorts the leads based on their status: Open, In Progress or Closed

In Progress

Export .csv file which lists the leads that are in progress and will provide information on the callback type (public or private) and also the scheduled callback time

Event

Export .csv file which lists all the leads in the campaign with the last 4 3 calls/dispositions set

Column includes Disposition At, Disposition, Disposition By and Note

Appointments

Export .csv file which lists all the leads in the campaign along with the last 10 calls/dispositions set.

Column includes Disposition At, Disposition, Disposition By and Note

Today

Export .csv file which lists all the leads that have been actioned today displaying the last 10 calls/dispositions set.

Yesterday

Export .csv file which lists all the leads that have been actioned yesterday displaying the last 10 calls/dispositions set

...